Daymark Wealth Partners
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Daymark Wealth Partners’s Intuit INTU Stock Holding History

Daymark Wealth Partners’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$329K Buy
+1,192
New +$375K 0.01% 648
2026
Q2 		– Sell
-1,066
Closed -$461K – 837
2026
Q1 		$461K Buy
1,066
+424
+66% +$202K 0.01% 444
2025
Q4 		$425K Buy
642
+137
+27% +$90.5K 0.01% 426
2025
Q3 		$345K Buy
+505
New +$364K 0.01% 449

Other funds holding INTU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Daymark Wealth Partners's INTU Position: Q3 2026 in Review

Daymark Wealth Partners opened a new position in Intuit (INTU) in Q3 2026: 1,192 shares worth $329K. The stake represents 0.01% of the portfolio and ranks #648 among its holdings. This is a return to the name: Daymark Wealth Partners previously reported a position in INTU as recently as Q1 2026.

Daymark Wealth Partners first reported a position in INTU in Q3 2025 and has held it in 4 quarters since. The position peaked at $461K in Q1 2026. 1,097 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Daymark Wealth Partners held 1,192 shares of Intuit worth $329K as of Q3 2026.
  • Intuit was a new Daymark Wealth Partners position in Q3 2026.
  • Intuit made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #648 holding.
  • Daymark Wealth Partners first reported a position in Intuit in Q3 2025 and has held it in 4 quarters since.
  • Daymark Wealth Partners's Intuit position peaked at $461K in Q1 2026.
  • 1,097 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.